Daner Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Daner Wealth Management, LLC
- $136 Billion
- Q4 2024
A detailed history of Daner Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Daner Wealth Management, LLC holds 22,207 shares of DIHP stock, worth $586,708. This represents 0.43% of its overall portfolio holdings.
Number of Shares
22,207Holding current value
$586,708% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding DIHP
# of Institutions
224Shares Held
121MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc22.4MShares$593 Million0.21% of portfolio
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Mercer Global Advisors Inc Denver, CO22.1MShares$585 Million1.34% of portfolio
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Savant Capital, LLC15.5MShares$409 Million3.18% of portfolio
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Vista Wealth Management Group, LLC6.34MShares$167 Million10.75% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$159 Million3.18% of portfolio